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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: S.C. Barnard who wrote (13753)	1/16/1998 9:17:00 PM
From: Elwood P. Dowd	Respond to of 97611

He's a fund manager who manages $600 million and specializes in tech stocks. I saw Wall Street Week and I didn't think he was negative toward IBM and CPQ. He did say that his fund has a large position in DELL and that DELL's model has changed the way that these companies do/will do business. Did you notice the set-up on the Dell conversation by the other guest? I saw the show as a positive for the sector. Considering his position in Dell, I thought he was very fair. Only my opinion, others welcome. Stephen